am i IN/out of scope?
Adjusted Gross Income for 2019 |
Under $69,000 |
Above $69,000 |
In Scope? |
YES |
NO |
Filing Status |
Single |
Marry Filing Jointly |
Married Filing Separately |
Head of Household |
Widow |
J-1 or Internationals |
In Scope? |
Yes |
Yes |
NO |
Yes |
Yes |
NO |
Are you considered BASIC or ADVANCED?*
Forms |
Basic |
Advanced |
W-2s |
X |
|
Unreported Tax Income |
|
X |
1099-R IRA |
X |
X (If taxable amount is not determined) |
1040-NR 1040-NR-EX |
OUT OF SCOPE |
OUT OF SCOPE |
1098-T |
X |
|
1099-MISC |
|
X |
1099-DIV |
X |
|
1099-INT |
X |
|
1099-G |
X |
|
* If you have more than one form and have a BASIC form and an ADVANCED form, you have an ADVANCED return.
i.e. If you have a 1099-MISC (ADVANCED) and 1099-DIV (BASIC), you are considered ADVANCED.
i.e. If you have a 1099-MISC (ADVANCED) and 1099-DIV (BASIC), you are considered ADVANCED.
